SOA Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.6K	Hold	6,496	–	–	0.01%	355
2025 Q4	$49.9K	Buy	6,496 +6,034	+1,306%	+$472K	0.01%	373
2025 Q3	$33.6K	Buy	462 +322	+230%	+$21K	0.01%	435
2025 Q2	$8.73K	Hold	140	–	–	﹤0.01%	610
2025 Q1	$8.25K	Hold	140	–	–	﹤0.01%	577
2024 Q4	$6.93K	Hold	140	–	–	﹤0.01%	589
2024 Q3	$6.96K	Hold	140	–	–	﹤0.01%	573
2024 Q2	$6.15K	Sell	140 -29	-17%	-$1.28K	﹤0.01%	586
2024 Q1	$7.1K	Hold	169	–	–	﹤0.01%	580
2023 Q4	$6.6K	Hold	169	–	–	﹤0.01%	573
2023 Q3	$5.91K	Hold	169	–	–	﹤0.01%	590
2023 Q2	$6.15K	Hold	169	–	–	﹤0.01%	590
2023 Q1	$6.32K	Hold	169	–	–	﹤0.01%	588
2022 Q4	$5.85K	Hold	169	–	–	﹤0.01%	600
2022 Q3	$5K	Hold	169	–	–	﹤0.01%	605
2022 Q2	$5K	Hold	169	–	–	﹤0.01%	589
2022 Q1	$6K	Buy	169 +29	+21%	+$1.04K	﹤0.01%	662
2021 Q4	$4K	Hold	140	–	–	﹤0.01%	691
2021 Q3	$4K	Hold	140	–	–	﹤0.01%	708
2021 Q2	$4K	Hold	140	–	–	﹤0.01%	690
2021 Q1	$4K	Hold	140	–	–	﹤0.01%	650
2020 Q4	$4K	Buy	+140	New	+$5.01K	﹤0.01%	631